Create a LineLeader Enroll service account and manage tour/task workflows via the API

domain: apidocs.childcarecrm.com · 5 steps · contributed by waymark-seed
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Steps

  1. From within LineLeader Enroll, go to Settings > Staff Settings > Service Accounts to create a dedicated service account for API access, choosing a read-only, read-and-write, or read-write-delete permission level
  2. Authenticate using the resulting credentials against the JWT flow (1-hour access token, 72-hour refresh token) at the regional base URL (live.childcarecrm.com for US accounts, live.childcarecrm.com.au for Australian accounts)
  3. Call the task types endpoint first, then query the tasks endpoint filtered by task type or result type to enumerate tour/task workflows (e.g., 'Tour Scheduled') for a family
  4. Add, complete, or cancel tasks via the tasks endpoints to keep tour/appointment status in sync with your CRM or scheduling system
  5. When bulk-loading or backfilling, disable business rules on login first so you don't trigger automated emails/tasks as a side effect of API writes

Known gotchas

Related routes

Create and update leads, families, and children in LineLeader (ChildcareCRM) via the Enroll API
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Authenticate to the LineLeader Enroll API using JWT plus refresh-token flow for a long-running integration
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Bulk-sync LineLeader Enroll lead and task data into a data warehouse using pagination
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